Envoy’s Complete Offering of Services

These are services for individuals.  Whether you are looking to start an account, make a financial plan, or receive investment advice, you can find our full range of services listed here. Work with one of our registered Stewardship Advisors to get started today.

 

These are services for organizations and their staff.  Our institutional services are meant to be helpful for churches, ministries, non-profits, and all sorts of businesses.  Each of these services are curated to either help address common problems or provide new opportunities.  Work with one of our registered Stewardship Advisors to get started today.

 

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403(b)(9) Retirement Plans

Churches | Perishes | Denominations | and More

Introducing our tailored 403(b)(9) retirement plan service, designed specifically for churches that are committed to honoring God through sound financial stewardship. Our comprehensive plans offer tax-advantaged savings opportunities tailored to churches, ministries, and non-profits. With expert guidance, we ensure your retirement benefits not only provide financial security for employees but also reflect your commitment to biblical principles.

Our service fosters a culture of stewardship and generosity, offering flexible retirement solutions that align seamlessly with your organization’s mission. From plan design to ongoing support, we’re dedicated to helping you build a retirement plan that honors God and secures a prosperous future for your organization and its members. Contact us today to learn more about our 403(b)(9) retirement plans and take the first step towards financial security and stewardship.

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403(b)(7) Retirement Plans

Non-profits | Ministries | Schools | Camps | and More

Introducing our tailored 403(b)(9) retirement plan service, designed specifically for churches that are committed to honoring God through sound financial stewardship. Our comprehensive plans offer tax-advantaged savings opportunities tailored to churches, ministries, and non-profits. With expert guidance, we ensure your retirement benefits not only provide financial security for employees but also reflect your commitment to biblical principles.

Our service fosters a culture of stewardship and generosity, offering flexible retirement solutions that align seamlessly with your organization’s mission. From plan design to ongoing support, we’re dedicated to helping you build a retirement plan that honors God and secures a prosperous future for your organization and its members. Contact us today to learn more about our 403(b)(9) retirement plans and take the first step towards financial security and stewardship.

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401(k) Retirement Plans

Businesses | Restaurants | Retail Stores | Manufacturers | and More

Introducing our tailored 403(b)(9) retirement plan service, designed specifically for churches that are committed to honoring God through sound financial stewardship. Our comprehensive plans offer tax-advantaged savings opportunities tailored to churches, ministries, and non-profits. With expert guidance, we ensure your retirement benefits not only provide financial security for employees but also reflect your commitment to biblical principles.

Our service fosters a culture of stewardship and generosity, offering flexible retirement solutions that align seamlessly with your organization’s mission. From plan design to ongoing support, we’re dedicated to helping you build a retirement plan that honors God and secures a prosperous future for your organization and its members. Contact us today to learn more about our 403(b)(9) retirement plans and take the first step towards financial security and stewardship.

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Portfolio Analysis

Introducing our Investment Portfolio Analysis service, tailored for individuals seeking to align their investments with their faith and values. Our comprehensive analysis examines your current investment holdings, evaluates performance, and offers strategic recommendations to optimize your portfolio for long-term growth while honoring biblical principles. 

With our expert guidance, you can make informed investment decisions that reflect your Christian beliefs and financial goals. Whether you’re navigating the complexities of retirement planning or stewarding your wealth for God’s kingdom, our Investment Portfolio Analysis service empowers you to invest with confidence and integrity.

Gain clarity and peace of mind in your investment strategy as you seek to honor God with your finances. Contact us today to learn more about our Investment Portfolio Analysis service and take the first step towards aligning your investments with your Christian values. 

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Brokerage Accounts

Our Brokerage Account service, is tailored for individuals seeking greater flexibility and less restrictions with their investments. Our brokerage accounts offer a wide range of investment options, empowering you to build a diversified portfolio and make contributions beyond traditional retirement account limits.

We partner with Charles Schwab to provide a secure and user-friendly platform. There you can easily manage your investments, buy and sell securities, and take advantage of unique investment opportunities not available through traditional retirement accounts. Whether you’re looking to maximize your retirement savings, invest in specific industries or companies, or simply enjoy greater control over your investments, our brokerage accounts provide the flexibility and tools you need to achieve your financial goals.

Experience the freedom to invest on your terms with our Brokerage Account service. Contact us today to learn more and take the first step towards financial empowerment and flexibility.

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 Individual Retirement Accounts (IRA)

Introducing our Individual Retirement Account (IRA) services, offering tax-advantaged retirement savings solutions through both Traditional and Roth IRAs. With a Traditional IRA, you can make contributions with pre-tax dollars, allowing your investments to grow tax-deferred until withdrawal during retirement. Alternatively, a Roth IRA offers the opportunity to make contributions with after-tax dollars, with the potential for tax-free withdrawals in retirement.

Our IRA accounts provide a range of investment options, including stocks, bonds, mutual funds, and our proprietary Biblically Responsibly Investing models. All tailored to your retirement goals and risk tolerance. Whether you choose a Traditional or Roth IRA, you’ll benefit from our secure and user-friendly platform, making it easy to manage your investments, track contributions and earnings, and plan for a comfortable retirement with confidence. Contact us today to learn more about our IRA services and take the first step towards securing your financial future.

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BRI X-Ray

Introducing our Biblical Responsible Investing (BRI) screening service, designed for investors seeking to align their investment choices with their Christian values and beliefs. Our BRI “X-Ray” evaluates investment options based on biblical principles, excluding companies involved in activities inconsistent with Christian ethics, such as abortion, pornography, and gambling.

With our BRI X-Ray, we will screen your current holdings to see if they are any companies that do things that violate our Biblical Worldview . We provide you with your holdings screening results so that you can make a informed decision.

Experience the peace of mind that comes from investing in companies that align with your faith and values. Contact us today to learn more about our Biblical Responsible Investing screening service and start building a portfolio that honors God and serves His kingdom.

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Biblically Responsible Investing (BRI)

Introducing our Biblically Responsible Investing (BRI) service, providing investors with the opportunity to align their investment portfolios with their Christian faith and values. With BRI, we offer a range of investment options that adhere to biblical principles, excluding companies involved in activities contrary to Christian ethics, such as abortion, pornography, and gambling.

Our BRI service allows investors to steward their financial resources in a manner consistent with their beliefs, ensuring that their investments reflect their commitment to integrity and moral responsibility. We provide comprehensive screening criteria and ongoing monitoring to maintain the integrity of your portfolio while seeking financial growth and stability.

Experience the power of investing with purpose and conviction through our Biblically Responsible Investing service. Contact us today to learn more about how you can invest in companies that honor God and make a positive impact on the world.

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Comprehensive Financial Plans

Introducing our Comprehensive Financial Planning service, meticulously crafted to integrate the principles of biblical financial stewardship into every aspect of your financial journey. Our service goes beyond traditional planning to provide a holistic approach that aligns your financial decisions with your Christian values and priorities.

With our Comprehensive Financial Planning service, you’ll receive personalized guidance and support to navigate key areas such as retirement planning, investment management, tax strategies, risk management, and estate planning. Our team of dedicated advisors understands the importance of stewarding your financial resources wisely and will work diligently to create a plan that reflects your commitment to honoring God with your finances.

Experience the transformative power of aligning your financial goals with biblical principles through our Comprehensive Financial Planning service. Contact us today to embark on a journey towards financial freedom and stewardship-driven success.

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Investment Advice

Introducing our Investment Advice service, grounded in the principles of biblical financial stewardship to help you make informed and ethical investment decisions. Our service offers personalized guidance and expertise to assist you in navigating the complexities of the investment landscape while aligning your portfolio with your Christian values.

Rather you’re in our retirement plans or private wealth accounts, you’ll receive tailored recommendations and strategies designed to maximize returns while adhering to biblical principles. Our team of experienced advisors understands the importance of honoring God with your financial resources and will work closely with you to develop a portfolio that reflects your commitment to ethical investing.

Experience the confidence and peace of mind that comes from investing with integrity and purpose through our Investment Advice service. Contact us today to learn more about how we can help you build a portfolio that honors God and supports your long-term financial goals.

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Financial Counseling

Our Financial Counseling service is rooted in the timeless principles of biblical wisdom and stewardship to guide you on your journey toward financial freedom and abundance. Our service offers compassionate and confidential support to help you navigate financial challenges, overcome obstacles, and achieve your financial goals in alignment with your Christian values.

With our Financial Counseling service, you’ll receive personalized guidance and practical strategies to manage your finances effectively, budget wisely, reduce debt, and plan for the future. Our experienced counselors are committed to providing a safe and supportive environment where you can explore your financial concerns, gain clarity, and make informed decisions that honor God with your resources.

Experience the transformative power of biblical financial wisdom and counseling through our Financial Counseling service. Contact us today to schedule a session and take the first step toward achieving financial wellness and peace of mind.

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Insurance Analysis

Introducing our Insurance Analysis service, tailored to help you assess your insurance needs and make informed decisions to protect yourself, your loved ones, and your assets. Our service offers a comprehensive review of your existing insurance coverage and identifies any gaps or opportunities for improvement to ensure that you have the right protection in place for your unique circumstances.

With our Insurance Analysis service, you’ll receive personalized recommendations and strategies to optimize your insurance portfolio while minimizing unnecessary costs. Whether you’re looking for life insurance, health insurance, property and casualty coverage, or any other type of insurance, our experienced advisors will work closely with you to find the best solutions that align with your financial goals and priorities.

Experience the peace of mind that comes from knowing you have the proper insurance coverage to safeguard your financial future through our Insurance Analysis service. Contact us today to schedule a consultation and take the first step toward protecting what matters most to you.

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Tax Planning

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Cursus vitae congue mauris rhoncus. Quisque sagittis purus sit amet volutpat consequat. Vitae suscipit tellus mauris a diam maecenas sed. Elementum nisi quis eleifend quam adipiscing. Non blandit massa enim nec dui nunc mattis enim ut. Diam vulputate ut pharetra sit amet aliquam id diam. Habitasse platea dictumst quisque sagittis purus sit. Metus dictum at tempor commodo ullamcorper. Nisl nunc mi ipsum faucibus vitae aliquet. Iaculis nunc sed augue lacus. Morbi leo urna molestie at elementum eu facilisis. At consectetur lorem donec massa sapien. Gravida neque convallis a cras semper auctor neque vitae tempus.

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Advanced Tax Strategies

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Estate Planning

Introducing our Estate Planning service, meticulously crafted to help you preserve and protect your legacy for future generations in alignment with biblical principles of stewardship. Our service offers comprehensive estate analysis and personalized guidance to ensure that your assets are distributed according to your wishes and in the most tax-efficient manner possible.

With our Estate Planning service, you’ll receive expert advice and support to create a customized estate plan that addresses all aspects of your estate, including wills, trusts, powers of attorney, and advanced healthcare directives. Our experienced estate planning attorneys will work closely with you to understand your unique goals and concerns, providing peace of mind that your loved ones will be taken care of and your wishes will be honored.

Experience the reassurance that comes from having a well-crafted estate plan that reflects your values and protects your legacy through our Estate Planning service. Contact us today to schedule a consultation and take the first step toward securing your family’s future with confidence and clarity.

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Cash Balance Plans

Introducing our Cash Balance Plans service, a powerful retirement savings tool designed to help business owners and high-income professionals maximize tax-deferred contributions and build substantial retirement assets. Our service offers a unique combination of tax advantages, flexibility, and wealth accumulation potential, making it an ideal solution for those seeking to supercharge their retirement savings.

With our Cash Balance Plans service, you’ll benefit from the ability to contribute significantly more to your retirement account than traditional retirement plans, allowing you to accelerate your retirement goals and build wealth for the future. Our experienced advisors will work closely with you to design a customized cash balance plan that meets your specific needs and objectives, while also providing expert guidance on plan administration and compliance.

Experience the power of a Cash Balance Plan to turbocharge your retirement savings and achieve financial security for you and your employees. Contact us today to learn more about how our Cash Balance Plans service can help you take control of your retirement future and unlock new opportunities for wealth accumulation and tax savings.

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Ministry Storehouse Accounts

Introducing our Ministry Storehouse Accounts, designed to empower Christian ministries, churches, and non-profits to build a secure financial foundation and steward their resources in accordance with biblical principles. Our service offers a comprehensive approach to financial management, providing ministries with the tools and guidance they need to achieve long-term sustainability and impact.

With our Ministry Storehouse Accounts, ministries can establish strategic savings and investment strategies tailored to their unique mission and vision. Whether it’s creating a reserve fund for emergencies, planning for future expansion or outreach initiatives, or investing in sustainable growth opportunities, our experienced advisors will work closely with ministries to develop a customized plan that aligns with their goals and values.

Experience the peace of mind that comes from knowing your ministry’s financial future is secure and aligned with God’s purposes through our Ministry Storehouse Accounts. Contact us today to schedule a consultation and discover how we can help your ministry thrive and make a lasting impact in your community and beyond.

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Cash Management Solutions

Introducing our Ministry Storehouse Accounts, designed to empower Christian ministries, churches, and non-profits to build a secure financial foundation and steward their resources in accordance with biblical principles. Our service offers a comprehensive approach to financial management, providing ministries with the tools and guidance they need to achieve long-term sustainability and impact.

With our Ministry Storehouse Accounts, ministries can establish strategic savings and investment strategies tailored to their unique mission and vision. Whether it’s creating a reserve fund for emergencies, planning for future expansion or outreach initiatives, or investing in sustainable growth opportunities, our experienced advisors will work closely with ministries to develop a customized plan that aligns with their goals and values.

Experience the peace of mind that comes from knowing your ministry’s financial future is secure and aligned with God’s purposes through our Ministry Storehouse Accounts. Contact us today to schedule a consultation and discover how we can help your ministry thrive and make a lasting impact in your community and beyond.

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Financial Wellness Programs

Introducing our Financial Wellness Programs, meticulously designed to equip individuals, families, and organizations with the knowledge, skills, and resources needed to achieve financial freedom and steward their finances in alignment with biblical principles. Our programs offer comprehensive financial education, personalized coaching, and practical tools to empower participants to make informed decisions and build a solid financial foundation for life.

With our Financial Wellness Programs, participants will gain valuable insights into budgeting, saving, investing, debt management, and more, allowing them to take control of their finances and pursue their long-term goals with confidence. Whether it’s preparing for retirement, buying a home, or giving generously to support charitable causes, our programs provide the guidance and support needed to turn dreams into reality.

Experience the transformational impact of our Financial Wellness Programs and embark on a journey toward financial freedom, security, and abundance. Contact us today to learn more about how our programs can benefit you, your family, or your organization, and take the first step toward achieving financial wellness and fulfillment.

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Financial Consulting

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Cursus vitae congue mauris rhoncus. Quisque sagittis purus sit amet volutpat consequat. Vitae suscipit tellus mauris a diam maecenas sed. Elementum nisi quis eleifend quam adipiscing. Non blandit massa enim nec dui nunc mattis enim ut. Diam vulputate ut pharetra sit amet aliquam id diam. Habitasse platea dictumst quisque sagittis purus sit. Metus dictum at tempor commodo ullamcorper. Nisl nunc mi ipsum faucibus vitae aliquet. Iaculis nunc sed augue lacus. Morbi leo urna molestie at elementum eu facilisis. At consectetur lorem donec massa sapien. Gravida neque convallis a cras semper auctor neque vitae tempus.

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Cash Flow Analysis

Introducing our Cash Flow Analysis service, tailored to meet the unique needs of organizations seeking to optimize their financial management and achieve greater operational efficiency. Our service provides comprehensive analysis and actionable insights to help organizations gain a deeper understanding of their cash inflows and outflows, enabling informed decision-making and strategic planning.

With our Cash Flow Analysis service, organizations receive a detailed examination of their revenue streams, expenses, and cash flow patterns, allowing for the identification of opportunities to enhance financial performance and strengthen financial health. Our experienced advisors work closely with organizations to uncover areas for cost savings, improve cash flow management practices, and streamline operations to maximize resources and achieve sustainable growth.

Experience the benefits of a clear and comprehensive cash flow analysis tailored to the needs of your organization. Contact us today to schedule a consultation and discover how our Cash Flow Analysis service can empower your organization to make informed financial decisions and thrive in today’s dynamic business environment.